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Roger Wittlin Investment Advisory’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Roger Wittlin Investment Advisory’s Portfolio LQD Stock Details LQD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$758K Buy
6,952
+249
+4% +$27.1K 0.6% 25
2026
Q1 		$731K Sell
6,703
-1,046
-13% -$115K 0.6% 26
2025
Q4 		$854K Sell
7,749
-824
-10% -$91.6K 0.6% 27
2025
Q3 		$956K Sell
8,573
-431
-5% -$47.4K 0.53% 27
2025
Q2 		$987K Buy
9,004
+103
+1% +$11.1K 0.55% 26
2025
Q1 		$967K Sell
8,901
-1,026
-10% -$111K 0.57% 25
2024
Q4 		$1.06M Sell
9,927
-855
-8% -$93.6K 0.59% 23
2024
Q3 		$1.22M Sell
10,782
-434
-4% -$48K 0.7% 24
2024
Q2 		$1.2M Sell
11,216
-6,849
-38% -$731K 0.77% 24
2024
Q1 		$1.97M Sell
18,065
-1,902
-10% -$207K 1.38% 18
2023
Q4 		$2.21M Sell
19,967
-1,014
-5% -$106K 1.63% 19
2023
Q3 		$2.14M Buy
20,981
+447
+2% +$47.1K 1.82% 18
2023
Q2 		$2.22M Buy
20,534
+82
+0.4% +$8.87K 1.8% 17
2023
Q1 		$2.24M Sell
20,452
-3,779
-16% -$409K 2% 16
2022
Q4 		$2.55M Buy
+24,231
New +$2.54M 2.55% 15
2022
Q3 		– Sell
-3,105
Closed -$341K – 21
2022
Q2 		$341K Buy
+3,105
New +$351K 0.34% 28
2022
Q1 		– Sell
-5,065
Closed -$671K – 28
2021
Q4 		$671K Buy
+5,065
New +$673K 0.53% 18

Other funds holding LQD

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
AWMT
AAFMAA Wealth Management & Trust Fayetteville, North Carolina $286M AUM 19.57% 1-Year Est. Return
AIMC
Alley Investment Management Company Lake Forest, Illinois $856M AUM 15.11% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Roger Wittlin Investment Advisory's LQD Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) stake by 3.7% in Q2 2026, buying an estimated $27.1K and bringing the position to 6,952 shares worth $758K. The position accounts for 0.6% of the portfolio, ranked #25.

Roger Wittlin Investment Advisory first reported a position in LQD in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.55M in Q4 2022. 324 funds tracked by Wall St. Rank hold LQD as of Q2 2026.

  • Roger Wittlin Investment Advisory held 6,952 shares of iShares iBoxx $ Investment Grade Corporate Bond ETF worth $758K as of Q2 2026.
  • Roger Wittlin Investment Advisory bought 249 iShares iBoxx $ Investment Grade Corporate Bond ETF shares in Q2 2026, an estimated $27.1K.
  • iShares iBoxx $ Investment Grade Corporate Bond ETF made up 0.6% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #25 holding.
  • Roger Wittlin Investment Advisory first reported a position in iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Roger Wittlin Investment Advisory's iShares iBoxx $ Investment Grade Corporate Bond ETF position peaked at $2.55M in Q4 2022.
  • 324 funds tracked by Wall St. Rank held iShares iBoxx $ Investment Grade Corporate Bond ETF as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.